AI prompt to follow up with event attendees

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Below is a ready-to-copy prompt to follow up with event attendees, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (GoHighLevel and HubSpot) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

This page includes an affiliate link (GoHighLevel). We may earn a commission at no extra cost to you. Tools are ordered by fit for the task, never by payout. Disclosure

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The prompt

Write a thank-you follow-up email for attendees of an educational event, with a recap of key points, a resource link placeholder, and an optional review invitation. Placeholders only.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (who you're reaching out to, whether it's an email, call or text, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write a thank-you follow-up email for attendees of an educational event, with a recap of key points, a resource link placeholder, and an optional review invitation. Placeholders only.

What a good result looks like

A good follow-up goes out within a day or two, thanks attendees, recaps the key points in a few bullets, shares the promised resource and makes an optional review invitation, without turning the event into a hard sell after the fact.

Common mistakes and watch-outs

Email only attendees who gave you their address for follow-up, include an opt-out, and don't add them to a marketing list without consent. Make sure the recap matches what was actually said. CRMs like GoHighLevel or HubSpot can send it, but check the list first.

How to adapt the prompt

Write versions for attendees and for people who registered but didn't attend (with a recording link). Add a short survey question to improve the next event.

EXAMPLE output (placeholder data, not a real client)

Subject: Thanks for joining us, [First Name]!

Thank you for attending [Event Name] on [Date]. Quick recap:

- Your deductible is what you pay before coverage kicks in.
- Water backup often needs separate coverage.
- Review your policy when your home or family changes.

The resource we mentioned: [Resource Link]

If you'd like a personal coverage review, book here: [Booking Link]. No obligation.

[Agent Name], [Agency Name]
Unsubscribe: [Link]

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use GoHighLevel and HubSpot as described below.
Review before you use it. Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests. Check every fact, name and number yourself.
Take the next step. Next, see: Thank someone for a referral.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

GoHighLevel site ↗ Affiliate link

All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).

How to use it

Send the follow-up to the attendee list as an automated campaign.

HubSpot site ↗

CRM and marketing platform with AI features.

How to use it

Send the follow-up to the event list in HubSpot.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Get consent before texting or auto-dialing (TCPA), and honor Do Not Call lists and opt-out requests.
Marketing emails need a working opt-out and your physical address (CAN-SPAM).
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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